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Disclosery

BANK OF MONTREAL /CAN/: LPLA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on LPLA, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 15,429 LPLA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,429 shares
    Change vs previous 13F +701 shares

    <0.01% of the 13F portfolio, value $4,346,042.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,728 shares
    Change vs previous 13F +9,601 shares

    <0.01% of the 13F portfolio, value $4,430,625.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,127 shares
    Change vs previous 13F -19,951 shares

    <0.01% of the 13F portfolio, value $1,831,210.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,078 shares
    Change vs previous 13F +1,818 shares

    <0.01% of the 13F portfolio, value $8,343,204.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,260 shares
    Change vs previous 13F +9,594 shares

    <0.01% of the 13F portfolio, value $8,721,803.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,666 shares
    Change vs previous 13F -46,244 shares

    <0.01% of the 13F portfolio, value $4,470,695.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,910 shares
    Change vs previous 13F +19,126 shares

    0.01% of the 13F portfolio, value $19,561,216.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,415,394.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).